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Galapagos - GLPG

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piddybull
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Re: Galapagos

Bericht door piddybull »

Naz-T schreef:
25 jun 2020 20:39
@ piddy
Shortposities updaten 😉
Goedbedoeld maar wil jij de door u ook gekende gegevens beginnen posten.
Er zijn inderdaad wijzigingen opgetreden.

Tot slot een foto die feitelijk alles zegt sinds midden vorig jaar !
Schermafbeelding 2020-06-27 om 11.06.05.png
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GALÁPAGOS THE BEST IS YET TO COME WITH GILEAD

ALL-IN - Keep calm and hold your Galapagos shares !





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Naz-T
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Re: Galapagos

Bericht door Naz-T »

Ik meende mij gewoon een post van u te herinneren dat u elke wijziging ging blijven posten en wil uw stokpaardje niet afnemen hé.
Iedereen kan het hier zelf volgen.
https://shortsell.nl/short/GalapagosNV
Citadel van 0,45% naar 0,50%

Groeten en blijven posten Piddy!

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Re: Galapagos

Bericht door sparrow »

174,66 euro geëindigd in de US maar dat wisten jullie wellicht al.

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Re: Galapagos

Bericht door Hoebeet »

Gala heeft een marktkapitalisatie van 11.600.000.000.
Een half procent is 58.000.000.

In geval van short-gaan betreft dat weliswaar geleende stukken: men hoeft dus
niet die 58 MLN op te hoesten; maar je mag wat mij betreft ervan uitgaan, dat
het onzichtbare, gecumuleerd percentage van geshorte aandelen ónder het half
procent, minstens net zo groot is als de zichtbare, gemelde percentages bóven
het half procent.

In zoverre heb je dus niet al te veel aan die short-meldingen.

1690 In SSc, 1205 in IPF, 1972 in OA, de goedkeuring voor Filgo én Corona: niet zo
gek dus dat shorters een gokje wagen.

Hoe dan ook: wordt "het" wat, gaan we weer omhoog; wordt "het" - vooralsnog -
niets, hebben we een deel van de daling alvast gehad ;)

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Re: Galapagos

Bericht door piddybull »

dank @Lama (Twitter)

Gilead bolsters its case for blockbuster hopeful filgotinib as FDA ponders its decision


Before remdesivir soaked up the spotlight amid the coronavirus crisis, Gilead’s filgotinib was the star experimental drug tapped to rake in billions competing with other JAK inhibitors made by rivals including AbbVie and Eli Lilly.

Now, long term data on the drug — discovered by Gilead’s partners at Galapagos and posted as part of a virtual medical conference — have solidified the durability and safety of filgotinib in patients with rheumatoid arthritis, spanning data from three late-stage trials. An FDA decision on the drug is expected this year.

Last October, the companies showed that the drug’s 52-week data from the two main trials FINCH 1 and FINCH 3 were consistent with their 24-week results. On Thursday, further analyses of the data suggested that patients on the filgotinib arm had a numerical advantage in remission rates.


At the 24-week cutoff, 48% of patients enrolled in the higher 200 dose of filgotinib arm were in remission in the FINCH 1 trial that compared the drug to adalimumab (AbbVie’s Humira). By the end of 52 weeks, that remission rate rose to 52%. The percentage in the Humira arm rose too, but the numbers favored filgotinib across multiple measures of efficacy. Data from the FINCH 3 trial echoed that trend.

Filgotinib’s biggest rival is AbbVie’s Rinvoq — the replacement for its cash cow and world’s best selling drug Humira. Rinvoq is slated to be a blockbuster, but carries the dreaded black box warning for thrombosis, even though the event was rare in AbbVie’s development program.

The move by the FDA is more precautionary given that the JAK class of drugs has long been plagued by safety concerns. Pfizer’s JAK1/JAK3 inhibitor Xeljanz’s use has been blighted by regulatory restrictions after the higher dose of the blockbuster drug was found to be associated with the risk of blood clots and death. Eli Lilly’s JAK1/JAK2 Olumiant, meanwhile, was initially rejected by the US agency due to safety concerns — only to eventually secure approval for the lower dose. Lilly’s partner, Incyte, elected to walk away from co-funding the drug’s development as fears about the benefit-risk profile of the class of drugs accumulated.

Galapagos $GLPG, which once partnered with AbbVie on filgotinib, has presented itself as a safer alternative to its rivals using a pooled analysis of safety data compiled from seven rheumatoid arthritis trials. The analysis showed that the rate of venous thromboembolism, a key safety concern, was lower in patients given filgotinib versus those on placebo.

“While filg’s profile has been quite clean so far, given the history of Jak inhibitor approvals/rejections, we believe the biggest risk to the program remains if any safety imbalances (even if seemingly minor) emerge and derail approvability of the most active high dose (200mg) of the drug, or of the drug altogether,” noted RBC Capital Markets analyst Brian Abrahams in a note.

“In analyzing the detailed data, we do not see any major new concerns and continue to see a good likelihood of approval, with a low serious infection rate providing a potential safety advantage vs. competitors. However, we do see a slight imbalance in overall deaths for higher vs. lower dose filgotinib that could be scrutinized by the agency and may be a small risk to keep an eye on.”

Gilead paid $750 million upfront to partner with Galapagos years ago, expanding the collaboration to an up-to $5.1 billion deal last year. Filgotinib, which is at the heart of the deal, is also being tested for other autoimmune conditions such as Crohn’s disease, ulcerative colitis and psoriatic arthritis. Last October it was revealed the drug failed mid-stage studies in lupus and Sjögren’s disease.

Janus kinase (JAK) inhibitors are named after the two-faced Roman god Janus and the family consists of four enzymes: JAK1, JAK2, JAK3 and TYK2, which are associated with cytokine receptors on the surface of cells and form part of a pathway involved in inflammatory and immune responses.
https://endpts.com/gilead-bolsters-its- ... -decision/
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GALÁPAGOS THE BEST IS YET TO COME WITH GILEAD

ALL-IN - Keep calm and hold your Galapagos shares !

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Re: Galapagos

Bericht door piddybull »

COVID-19 ...GLPG 1690 ...IPF

dank@lama (Twitter)
Schermafbeelding 2020-06-28 om 23.43.00.png

https://www.thelancet.com/journals/lanr ... 3/fulltext

Disclaimer : " zou kunnen zijn " is geen zekerheid.
Gilead en Galapagos verrichten samen onderzoek naar IPF.

Pipeline Gilead
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GALÁPAGOS THE BEST IS YET TO COME WITH GILEAD

ALL-IN - Keep calm and hold your Galapagos shares !

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Re: Galapagos

Bericht door jack. »

https://www.glpg.com/scientific-meetings

Wetenschappelijke bijeenkomsten
Galapagos zal in 2020 aanwezig zijn op verschillende wetenschappelijke bijeenkomsten. Kom zeker naar onze stand. We kijken ernaar uit u te ontmoeten!

Ontsteking

Naam van vergadering Datum (s) en locatie Website
Jaarlijkse BSG-conferentie 1-3 juli 2020 (Bristol, VK)
https://www.britishgerontology.org/even ... conference

BSG Online Events 2020


BSG2020 Online-evenementen, 1-3 juli 2020

Na de ongelukkige annulering van UWE2020, zullen we een reeks online evenementen organiseren op de dagen dat de conferentie zou zijn gehouden (1 - 3 juli). Dit omvat live, op discussie gebaseerde sessies die worden uitgevoerd als webinars over de belangrijkste onderwerpen van de conferentie, samen met een speciale sessie over COVID-19. Deze evenementen zijn zo ontworpen dat u gemakkelijk kunt kiezen welke sessies u wilt bijwonen. Het overzichtsschema voor de evenementenreeks staat hieronder, met meer informatie op de Online Evenementen pagina.

Woensdag 1 juli 2020

12: 00-12: 15: Welkom bij de conferentie
12: 15-13: 00: Flagship Symposium over dementievriendelijke gemeenschappen
14: 00-15: 15: BSG AGM en Stirling Prize-aankondiging
Donderdag 2 juli 2020

09: 00-11: 00: Special Interest Group Sessions
12: 00-13: 00: COVID-19 Special Symposium
14: 00-15: 00: Flagship Symposium: Housing Futures (gesponsord door Housing LIN)
Vrijdag 3 juli 2020

09: 00-10: 00: Policy Press: Precarity and Ageing Book Launch
10: 00-11: 00: Aging & Society: Meet the Editors
12: 00-12: 45: Flagship Symposium over coproductieonderzoek met ouderen: van ambitie naar toepassing
12: 45-13: 00: conferentie gesloten
We zullen ook enkele opwindende interviews houden met onze keynote speakers die in de loop van de drie dagen beschikbaar zullen zijn voor streaming. Daarnaast is er Emerging Researcher in Aging sessies op dinsdag 30 juni van 13.00-15.00 uur en woensdag 1 juli van 09.00-11.00 uur. Meer informatie hierover zal beschikbaar zijn op de ERA-pagina.

Deze evenementen zijn gratis bij te wonen. Voor registratie details, zie de registratiepagina. Deze pagina's worden up-to-date gehouden met informatie over de evenementen, dus kom zeker terug.

We kijken ernaar uit u virtueel te verwelkomen op BSG2020 Online!



Met de beste wensen,

Dr. Gary Christopher
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Re: Galapagos

Bericht door Lakulisha »

Hedge Funds Are Warming Up To Galapagos NV (GLPG)

Insider Monkey
Asma UL Husna
Insider Monkey•June 26, 2020

In this article we will take a look at whether hedge funds think Galapagos NV (NASDAQ:GLPG) is a good investment right now. We check hedge fund and billionaire investor sentiment before delving into hours of research. Hedge funds spend millions of dollars on Ivy League graduates, unconventional data sources, expert networks, and get tips from investment bankers and industry insiders. Sure they sometimes fail miserably, but their consensus stock picks historically outperformed the market after adjusting for known risk factors.

Is Galapagos NV (NASDAQ:GLPG) a sound stock to buy now? Hedge funds are in an optimistic mood. The number of bullish hedge fund bets inched up by 1 lately. Our calculations also showed that GLPG isn't among the 30 most popular stocks among hedge funds (click for Q1 rankings and see the video for a quick look at the top 5 stocks). Video: Watch our video about the top 5 most popular hedge fund stocks.


In the financial world there are a large number of tools investors have at their disposal to grade stocks. A pair of the most under-the-radar tools are hedge fund and insider trading indicators. We have shown that, historically, those who follow the top picks of the best fund managers can outperform the broader indices by a solid amount. Insider Monkey's monthly stock picks returned 101% since March 2017 and outperformed the S&P 500 ETFs by more than 58 percentage points. Our short strategy outperformed the S&P 500 short ETFs by 20 percentage points annually (see the details here). That's why we believe hedge fund sentiment is a useful indicator that investors should pay attention to.

[caption id="attachment_758434" align="aligncenter" width="392"] Nathan Fischel of DAFNA Capital Management[/caption]

Nathan Fischel DAFNA Capital
Nathan Fischel DAFNA Capital
More
At Insider Monkey we scour multiple sources to uncover the next great investment idea. For example, We take a look at lists like the 10 stocks that went up during the 2008 crash to identify the companies that are likely to deliver double digit returns in up and down markets. We interview hedge fund managers and ask them about their best ideas. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. For example we are checking out stocks recommended/scorned by legendary Bill Miller. Our best call in 2020 was shorting the market when the S&P 500 was trading at 3150 in February after realizing the coronavirus pandemic’s significance before most investors. Now we're going to check out the latest hedge fund action regarding Galapagos NV (NASDAQ:GLPG).

Hedge fund activity in Galapagos NV (NASDAQ:GLPG)
At the end of the first quarter, a total of 15 of the hedge funds tracked by Insider Monkey were bullish on this stock, a change of 7% from the fourth quarter of 2019. By comparison, 16 hedge funds held shares or bullish call options in GLPG a year ago. With hedgies' positions undergoing their usual ebb and flow, there exists a select group of key hedge fund managers who were upping their holdings significantly (or already accumulated large positions).


The largest stake in Galapagos NV (NASDAQ:GLPG) was held by Renaissance Technologies, which reported holding $46.1 million worth of stock at the end of September. It was followed by Rock Springs Capital Management with a $34.3 million position. Other investors bullish on the company included Cormorant Asset Management, Arrowstreet Capital, and DAFNA Capital Management. In terms of the portfolio weights assigned to each position DAFNA Capital Management allocated the biggest weight to Galapagos NV (NASDAQ:GLPG), around 3.79% of its 13F portfolio. Aquilo Capital Management is also relatively very bullish on the stock, setting aside 3.38 percent of its 13F equity portfolio to GLPG.

With a general bullishness amongst the heavyweights, key money managers were breaking ground themselves. Biotechnology Value Fund / BVF Inc, managed by Mark Lampert, established the most outsized position in Galapagos NV (NASDAQ:GLPG). Biotechnology Value Fund / BVF Inc had $1.5 million invested in the company at the end of the quarter. Benjamin A. Smith's Laurion Capital Management also initiated a $0.4 million position during the quarter. The only other fund with a new position in the stock is Greg Eisner's Engineers Gate Manager.

Let's now take a look at hedge fund activity in other stocks - not necessarily in the same industry as Galapagos NV (NASDAQ:GLPG) but similarly valued. We will take a look at The J.M. Smucker Company (NYSE:SJM), Domino's Pizza, Inc. (NYSE:DPZ), Weyerhaeuser Co. (NYSE:WY), and The Hartford Financial Services Group, Inc. (NYSE:HIG). This group of stocks' market caps are similar to GLPG's market cap.

[table] Ticker, No of HFs with positions, Total Value of HF Positions (x1000), Change in HF Position SJM,36,479070,5 DPZ,45,1759501,14 WY,35,195583,5 HIG,37,708354,3 Average,38.25,785627,6.75 [/table]

View table here if you experience formatting issues.

As you can see these stocks had an average of 38.25 hedge funds with bullish positions and the average amount invested in these stocks was $786 million. That figure was $152 million in GLPG's case. Domino's Pizza, Inc. (NYSE:DPZ) is the most popular stock in this table. On the other hand Weyerhaeuser Co. (NYSE:WY) is the least popular one with only 35 bullish hedge fund positions. Compared to these stocks Galapagos NV (NASDAQ:GLPG) is even less popular than WY. Hedge funds dodged a bullet by taking a bearish stance towards GLPG. Our calculations showed that the top 10 most popular hedge fund stocks returned 41.4% in 2019 and outperformed the S&P 500 ETF (SPY) by 10.1 percentage points. These stocks gained 13.3% in 2020 through June 25th but managed to beat the market by 16.8 percentage points. Unfortunately GLPG wasn't nearly as popular as these 10 stocks (hedge fund sentiment was very bearish); GLPG investors were disappointed as the stock returned 5% during the second quarter (through June 25th) and underperformed the market. If you are interested in investing in large cap stocks with huge upside potential, you should check out the top 10 most popular stocks among hedge funds as most of these stocks already outperformed the market so far in 2020.
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GLPG/AGS/GMDA/RIG

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Re: Galapagos

Bericht door Smeetske »

BREAKING: Gilead sets pricing for its remdesivir treatment. In the United States, it will cost $520 per dose or about $3,120 for a typical course of treatment, @megtirrell reports. $GILD
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Re: Galapagos

Bericht door Beheerder »

Smeetske schreef:
29 jun 2020 13:26
BREAKING: Gilead sets pricing for its remdesivir treatment. In the United States, it will cost $520 per dose or about $3,120 for a typical course of treatment, @megtirrell reports. $GILD
Wat gaat het bijdragen aan omzet en winst voor Galapagos? ;)
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